401(k) · DOL Form 5500 · 2024

Yorktown Systems Group 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
456
Participants Below avg headcount
68th
Percentile by assets National rank
$39,607
Avg per participant Low balance/head
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Official DOL plan name: Yorktown Systems Group 401(k) Plan · Sponsored by Yorktown Systems Group · Alabama · Professional & Technical Services

$18M in assets, 456 participants

Yorktown Systems Group's Yorktown Systems Group 401(k) Plan reported $18M in total assets and 456 participants in its 2024 DOL Form 5500 filing, ranking in the 68th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #13,616 in Professional & Technical Services (20,173 peers)

Yorktown Systems Group multi-year trail

Yorktown Systems Group's plans moved +39.8% in assets from 2022 to 2024; this filing shows Yorktown Systems Group 401(k) Plan at $18M / 456 participants.

#13,616
in Professional & Technical Services (20,173 peers)
+15.7%
assets growth YoY

Yorktown Systems Group 401(k) Plan's outsized position by total assets

Yorktown Systems Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,060,999 Top 32% higher than 68% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Yorktown Systems Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yorktown Systems Group 401(k) Plan sits mid-pack in the medium band (456 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Yorktown Systems Group 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Yorktown Systems Group 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Yorktown Systems Group 401(k) Plan reported participants fell from 494 in the plan year 2023 filing to 456 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 200530959 · Yorktown Systems Group PY 2024 · 401(k)

Yorktown Systems Group 401(k) Plan · $18M · 456 · 68th

  • NET $18M
  • NET 456
  • NET 68th
  • NET 401(k)
  • NET near Sonder 401(k) Savings Plan
  • NET ind #13616

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Alabama →

Yorktown Systems Group 401(k) Plan in the asset neighbourhood

Yorktown Systems Group 401(k) PlanYorktown Systems Group 401(k…$18MSonder 401(k) Savings Plan$18MStoneage 401(k) Retirement PlanStoneage 401(k) Retirement P…$18MJaburg & Wilk, P.C. 401(k) Profit Sharing PlanJaburg & Wilk, P.C. 401(k) P…$18MGetac, Inc. 401(k) Plan$18M
End-of-year total assets ($M) among Yorktown Systems Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Yorktown Systems Group multi-year asset trail

Sponsor-wide plan assets over time

All Yorktown Systems Group plans reported in each filing year

Latest sponsor-wide plan assets
$18M 39.834555295352416% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.9M $18.1M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 786 $13M
2023 1 494 $16M
2024 1 456 $18M

Yorktown Systems Group filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN200530959
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Yorktown Systems Group 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Yorktown Systems Group 401(k) Plan, Total assets ($B): 0.018060999 · Participants: 456Yorktown Systems Group 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Yorktown Systems Group 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Yorktown Systems Group 401(k) Plan side-by-side with 3 peers →

Yorktown Systems Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Sonder 401(k) Savings Plan in CO ($18M); by covered participants it is Tradition America Holdings, Inc. 401(k) Plan in NY (456 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (456 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Yorktown Systems Group 401(k) Plan assets move in 2024? ▼
Yorktown Systems Group 401(k) Plan grew sharply - up 15.7% during 2024, from $16M to $18M. Reported net income was $2M.
How have Yorktown Systems Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yorktown Systems Group's sponsor-wide assets grew 39.8%, from $13M to $18M.
Which 401(k) plans are similar in size to Yorktown Systems Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sonder 401(k) Savings Plan in CO ($18M, 877 participants).
Which 401(k) plans cover a similar participant headcount to Yorktown Systems Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tradition America Holdings, Inc. 401(k) Plan in NY (456 participants, $207M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200530959.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.